Institutional Ownership Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 9.54 Million shares, which have been reported (via 13F filing form) to have a value of $806 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,320
shares
|
$111,579
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,267
shares
|
$107,099
0.0% of portfolio
|
Q1 2025
Added 54.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,201
shares
|
$101,520
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$101,436
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,180
shares
|
$99,745
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,172
shares
|
$99,069
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,158
shares
|
$97,885
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,152
shares
|
$97,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,147
shares
|
$96,955
0.0% of portfolio
|
Q2 2025
Added 443.6%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,073
shares
|
$90,700
0.04% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,059
shares
|
$89,517
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,036
shares
|
$87,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,018
shares
|
$86,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
970
shares
|
$81,994
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
953
shares
|
$80,557
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
880
shares
|
$74,386
0.04% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
832
shares
|
$70,328
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
820
shares
|
$69,314
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
752
shares
|
$63,566
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
685
shares
|
$57,903
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
658
shares
|
$55,620
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
642
shares
|
$54,268
0.0% of portfolio
|
Q1 2025
Added 935.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
612
shares
|
$51,732
0.0% of portfolio
|
Q2 2025
Added 84.89%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
540
shares
|
$45,646
0.03% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
534
shares
|
$45,139
0.0% of portfolio
|
Q1 2025
Added 249.02%
|